Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,600
New
Increased
Reduced
Closed

Top Buys

1 +$548M
2 +$407M
3 +$357M
4
META icon
Meta Platforms (Facebook)
META
+$327M
5
LMT icon
Lockheed Martin
LMT
+$327M

Top Sells

1 +$724M
2 +$616M
3 +$424M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$402M
5
JNPR
Juniper Networks
JNPR
+$393M

Sector Composition

1 Industrials 9.31%
2 Technology 8.11%
3 Healthcare 8.05%
4 Energy 7.98%
5 Financials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$1.27M ﹤0.01%
28,363
-8,220
2802
$1.27M ﹤0.01%
17,181
+14,116
2803
$1.26M ﹤0.01%
19,952
-5,036
2804
$1.26M ﹤0.01%
24,020
-5,760
2805
0
2806
$1.25M ﹤0.01%
43,003
-31,394
2807
$1.25M ﹤0.01%
55,041
+14,254
2808
$1.25M ﹤0.01%
21,003
-12,187
2809
$1.25M ﹤0.01%
73,351
2810
$1.24M ﹤0.01%
42,587
-11,058
2811
$1.24M ﹤0.01%
15,906
-4,188
2812
$1.24M ﹤0.01%
94,743
-6,503
2813
$1.24M ﹤0.01%
47,065
+355
2814
$1.24M ﹤0.01%
82,917
+1,035
2815
$1.23M ﹤0.01%
69,130
+7,167
2816
$1.23M ﹤0.01%
44,161
-12,858
2817
$1.23M ﹤0.01%
39,209
-103
2818
$1.23M ﹤0.01%
97,066
-29,083
2819
$1.23M ﹤0.01%
25,058
+22,832
2820
$1.23M ﹤0.01%
26,834
+5,796
2821
$1.23M ﹤0.01%
18,971
+5,036
2822
$1.22M ﹤0.01%
32,030
-6,498
2823
$1.22M ﹤0.01%
51,479
+9,018
2824
$1.22M ﹤0.01%
40,914
-1,579
2825
$1.22M ﹤0.01%
6,584
+2,125